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For Companies At a Glance
- Tasks: Engage with customers through calls, assess needs, and book appointments with advisers.
- Company: Join a leading financial services firm that values innovation and teamwork.
- Benefits: Competitive salary, commission, generous leave, and 24/7 wellbeing support.
- Other info: Flexible working options and clear progression routes available.
- Why this job: Make a real impact by connecting consumers with the right financial advice.
- Qualifications: Experience in target-driven roles; financial sector experience is a plus.
The predicted salary is between 25000 - 28500 £ per year.
Inzuzo forms an integral part of TFAS Enterprises, combining world class financial advice with cutting edge digital marketing technology. As a market-leading partner to many of the largest organisations across the UK financial services industry, our team plays a key role in connecting consumers with appropriate regulated advice.
Why Us? Innovation is at the forefront of our company; we are committed to pushing boundaries and embracing limitless possibilities. We foster a culture that empowers our employees to thrive and pride ourselves on our team centric culture.
As an Appointment Setter within the Qualifications Team, you will deliver structured, compliant, and high-quality conversations with consumers. Through inbound and outbound calls, you will understand customer objectives, assess suitability, and connect individuals with the most appropriate adviser or solution. This is a performance-based role within a regulated environment, where professionalism, consistency, and quality standards are critical.
Our Benefits
- Base Salary £25,000 - £28,500 + Commission (Realistic OTE £36,000 - £47,000)
- Generous company benefits and incentives
- 24/7 wellbeing support
- Excellent work-life balance
- Structured development opportunities with clear progression routes
- Investment in learning opportunities including paid for exams
Working Hours
Full and part time opportunities available. Full time hours (37.5 per week) consist of: Three early shifts (09:00 – 17:30) and two late shifts (10:00 – 18:30) Monday - Friday with a 4pm Friday finish. Upon successful completion of the probationary period, you will be required to work one in four Saturdays (09:00 - 14:30), on a rota basis, which will be paid as overtime or time in lieu. You will also have the option of working from home one day per week. Flexible working arrangements considered where business needs allow.
Key Responsibilities
- Conduct structured outbound calls to consumers and manage inbound calls
- Build rapport and trust through professional telephone conversations
- Identify customer goals, motivations and objectives through needs-based discussions
- Assess eligibility and match consumers to appropriate advisers/solutions
- Book qualified appointments and manage customer expectations
- Maintain workflow and manage performance against targets
- Update the CRM accurately and consistently with high-quality notes
- Adhere to OFCOM standards and Treating Customers Fairly principles
- Ensure all consumer outcomes are fair, accurate and professionally documented
- Achieve KPI benchmarks across performance and quality
Skills, Knowledge and Expertise
Qualifications
- Desirable: RO1 / CMAP / DIPFA or higher
Experience
- Essential: Experience working in a target driven environment
- Desirable: Experience working in the financial sector or in a regulated environment
Skills
- Confident and professional telephone manner
- Ability to build rapport and hold structured conversations
- High attention to detail and accuracy
- Strong organisation and time management
- Ability to work to deadlines and performance targets
Behaviours
Our Company Behaviours are central to our culture and pivotal to our success. We're not just looking for employees; we're looking for individuals who embody our values and want to contribute to our shared mission.
- Open – Relate and communicate with others, adapting your style to everyone.
- Positive – Being optimistic and encouraging a positive mindset.
- Professional – Exhibiting a courteous, conscientious, and business like manner.
- Leadership – Drive the company vision and positively influence those around you.
- Cooperative – Work together and support each other to learn and grow.
- People Focused – Delivering the best service and adding value to our clients.
What We Offer You...
- 25 days annual leave plus Bank Holidays increasing by 1 day each year after 3 years service (maximum of 5 additional days)
- 4pm Finish on a Friday
- Annual performance related Company bonus and salary review
- 5% Employer pension contribution
- 4 x Death in Service
- 24 Hour access to our Employee Assistance Programme with Health Assured
- Opportunities for continuous professional development
- Buying and selling annual leave scheme (up to 5 additional days)
- Regular social & charity events throughout the year
- £500 Refer a friend scheme
- Free mortgage advice
- Smart/casual dress code
Appointment Setter in Leeds employer: TFAS Enterprises
Contact Detail:
TFAS Enterprises Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Appointment Setter in Leeds
✨Tip Number 1
Get to know the company inside out! Research Inzuzo and TFAS Enterprises, their values, and what makes them tick. This will help you tailor your conversations and show that you're genuinely interested in being part of their innovative team.
✨Tip Number 2
Practice your phone skills! Since you'll be making and receiving calls, role-play with a friend or family member. Focus on building rapport and having structured conversations, just like you would with potential customers.
✨Tip Number 3
Be ready to showcase your achievements! Think about your past experiences in target-driven environments and how you've met or exceeded goals. Be prepared to share these stories during your interviews to demonstrate your capability.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're proactive and keen to join our team. Don’t miss out on this opportunity!
We think you need these skills to ace Appointment Setter in Leeds
Some tips for your application 🫡
Be Yourself: When you're writing your application, let your personality shine through! We want to get to know the real you, so don’t be afraid to show your enthusiasm for the role and our company.
Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with the Appointment Setter role. Mention specific examples that demonstrate your ability to build rapport and manage customer expectations.
Keep It Professional: While we love a friendly tone, remember to maintain professionalism in your writing. Use clear language and check for any spelling or grammar mistakes before hitting send – first impressions count!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role and our company there!
How to prepare for a job interview at TFAS Enterprises
✨Know Your Stuff
Before the interview, make sure you understand Inzuzo's role in the financial services industry. Familiarise yourself with their mission and values, especially around innovation and customer focus. This will help you align your answers with what they’re looking for.
✨Practice Your Pitch
As an Appointment Setter, you'll need to communicate clearly and professionally. Practice your telephone manner and how you would build rapport over the phone. Consider role-playing with a friend to simulate the types of conversations you might have.
✨Showcase Your Experience
Highlight any previous experience in target-driven environments or the financial sector. Be ready to discuss specific examples where you've met targets or provided excellent customer service, as this will demonstrate your suitability for the role.
✨Ask Smart Questions
Prepare thoughtful questions about the company culture, team dynamics, and performance expectations. This shows your genuine interest in the role and helps you assess if it’s the right fit for you. Plus, it gives you a chance to engage with the interviewer on a deeper level.